Creating Macro for client information

[CWCP-D]

Hi all, I am new to chief and am trying to set up my layout for standard information that would be shown on plans. I am using the macros provided by chief but it is missing some info that would be useful for me. Like having a macro for the Assessor Parcel Number for example. Is there a way to set up a macro for that or to add that information in the designer/client information page?

[Joe_Carrick]

This has been requested (many times) but at this time it hasn't been implemented.

[Alaskan_Son]

10 hours ago, CWCP-D said:

Like having a macro for the Assessor Parcel Number for example. Is there a way to set up a macro for that....

 

I've designed and otherwise helped set up a few different alternatives to the Project Information system that allow for the addition of as many project info. line items as you'd like.  Some are macro based, and some are not.  I'd be happy to help set you up with something as well if you'd like.  Just email me at alaskansons@gmail.com if you'd like to discuss further. 

 

That being said, one of the easiest OOB solutions is to simply add your Assessor Parcel Number as a custom, non-evaluated, user-defined Text Macro via Text Macro Management.  See example below where I have created an %APN% macro...

 

P.S.  This should be in the General Q&A section.

[Renerabbitt]

Want to learn Macros, go to these two guys above.
I have it built into my Pro Plan  templates that it pulls this info from a CSV FIle so its easier for an assistant to plug in for me if I choose. it falls back to the default tools/designer\client information in the case that it doesnt see a CSV. You can always use Fax input field as well




They could also teach you how to do this for yourself. I run into Joe in Idaho at Chief's events, an awesome person, and I plan on meeting Mike one of these days up in Alaska, invaluable resources in the community